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Lamb Weston

754 hedge funds and large institutions have $11.7B invested in Lamb Weston in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 275 increasing their positions, 230 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 230

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

6.97% more ownership

Funds ownership: 89.86%96.83% (+7%)

5% less funds holding

Funds holding: 790754 (-36)

13% less first-time investments, than exits

New positions opened: 123 | Existing positions closed: 142

15% less capital invested

Capital invested by funds: $13.7B → $11.7B (-$2.02B)

42% less call options, than puts

Call options by funds: $214M | Put options by funds: $369M

Holders
754
Holders Change
-36
Holders Change %
-4.56%
% of All Funds
10.89%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
123
Increased
275
Reduced
230
Closed
142
Calls
$214M
Puts
$369M
Net Calls
-$155M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
576
Elevation Wealth Partners
California
$90.6K
CFGS
577
Concourse Financial Group Securities
Alabama
$89.4K -$24.5K -287 -21%
FMII
578
Farmers & Merchants Investments Inc
Nebraska
$85.3K -$10.2K -120 -11%
HWA
579
HHM Wealth Advisors
Tennessee
$84.1K +$85.3K +1,000 New
CCM
580
Chilton Capital Management
Texas
$81.9K +$24.8K +291 +43%
CHA
581
Carmichael Hill & Associates
Maryland
$78.4K
AF
582
Allworth Financial
California
$75.4K -$1.96K -23 -2%
BIA
583
Bell Investment Advisors
California
$71.7K -$1.36K -16 -2%
PFBT
584
Parkside Financial Bank & Trust
Missouri
$70K +$8.19K +96 +13%
PTC
585
Private Trust Company
Ohio
$70K -$4.52K -53 -6%
SWM
586
Spire Wealth Management
Virginia
$69.2K +$1.36K +16 +2%
LSA
587
Leonteq Securities AG
Switzerland
$66.5K +$4.26K +50 +7%
MA
588
MCF Advisors
Kentucky
$63.9K +$12.6K +148 +24%
HBW
589
Hazlett, Burt & Watson
West Virginia
$63K
RDIA
590
RE Dickinson Investment Advisors
Iowa
$62.1K
BLC
591
Brown, Lisle/Cummings
Rhode Island
$61.4K +$62.3K +730 New
FHA
592
First Horizon Advisors
Tennessee
$60.8K -$76.4K -895 -55%
HPC
593
HM Payson & Co
Maine
$56.8K
EDRH
594
Edmond de Rothschild Holding
Switzerland
$56K
IHWM
595
Iron Horse Wealth Management
Iowa
$56K
WTC
596
WhitTier Trust Company
Nevada
$54.8K -$256 -3 -0.5%
OP
597
ORG Partners
Indiana
$53.4K +$55K +645 New
MHR
598
Matthew Hamilton Rosenberg
$52.7K -$7.68K -90 -12%
PMFA
599
Plante Moran Financial Advisors
Michigan
$52.5K
SIM
600
Sentry Investment Management
Wisconsin
$52K -$10.9K -128 -17%